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Name Holding Trade Value Shares
Change
Change in
Stake
USB
1351
Union Savings Bank
Connecticut
$254K – – –
FMP
1352
Financial Management Professionals
Texas
$254K +$12.6K +33 +5%
Arkadios Wealth Advisors
1353
Arkadios Wealth Advisors
Georgia
$254K +$259K +681 New
LMKC
1354
L.M. Kohn & Company
Ohio
$253K +$4.19K +11 +2%
CBFP
1355
Cedar Brook Financial Partners
Ohio
$252K -$37.3K -98 -13%
MIM
1356
MTM Investment Management
South Carolina
$251K – – –
OW
1357
Olistico Wealth
Oklahoma
$249K – – –
One Capital Management
1358
One Capital Management
California
$248K +$16K +42 +7%
MFG
1359
MidWestOne Financial Group
Iowa
$248K – – –
Grimes & Company
1360
Grimes & Company
Massachusetts
$246K +$3.42K +9 +1%
UBV
1361
United Bank (Virginia)
Virginia
$246K -$158K -415 -39%
GWANC
1362
Guardian Wealth Advisors (North Carolina)
North Carolina
$245K +$250K +658 New
FWM
1363
Forza Wealth Management
Florida
$244K +$38.1K +100 +18%
SFS
1364
Stiles Financial Services
Minnesota
$243K – – –
BLC
1365
Brown, Lisle/Cummings
Rhode Island
$242K – – –
MIS
1366
Morningstar Investment Services
Illinois
$240K +$244K +642 New
FA
1367
Fermata Advisors
California
$239K +$245K +643 New
SSWG
1368
Seven Springs Wealth Group
Tennessee
$238K – – –
SMA
1369
Seven Mile Advisory
New Jersey
$238K +$9.89K +26 +4%
Global Retirement Partners
1370
Global Retirement Partners
California
$238K +$18.3K +48 +8%
CFS
1371
CRA Financial Services
New Jersey
$238K +$2.28K +6 +0.9%
SFWA
1372
Summit Financial Wealth Advisors
Louisiana
$237K – – –
RCM
1373
Radnor Capital Management
Pennsylvania
$236K – – –
ACP
1374
Aveo Capital Partners
Colorado
$235K +$31.6K +83 +15%
Crawford Investment Counsel
1375
Crawford Investment Counsel
Georgia
$235K +$240K +631 New